Top Banner Resources

 

Most Requested Forms

 

Select links to download forms (PDFs).

 

Loan Application, Agreement and Promissory Note (Group Retirement Products Only)

Loan Application, Agreement and Promissory Note (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

Form Description: Use this form to establish a loan on your retirement account.

 

Non-Financial Change (Group Retirement Products Only)

Non-Financial Change (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

Non-Financial Change (New York products Only)

Form Description: Modify or change information regarding: Owner, Joint Owner, Annuitant, Beneficiary and/or address change.

 

Required Minimum Distribution (Group Retirement Products Only)

Required Minimum Distribution (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

Required Minimum Distribution (New York Products Only)

Form Description: Use this form to request a Required Minimum Distribution.

 

Scheduled Systematic Withdrawal (Group Retirement Products Only)

Scheduled Systematic Withdrawal (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

Scheduled Systematic Withdrawal (New York Products Only)

Form Description: Use this form to establish or change a Scheduled Systematic Withdrawal (SSW).

Forms:

State Replacement Forms

 

Please review our replacement policies to ensure when it is appropriate to replace another insurer's contract.

 

 

When replacing another insurer's contract, be certain you are obtaining all the appropriate forms. Please send the original copy of the state replacement form to Security Benefit, provide the applicant with a copy and retain a copy for the agent file.

 

Sales Literature Confirmation (PDF)
(Required on replacement cases for AK, AL, AR, AZ, CO, CT, FL, HI, IA, IN, KS, KY, LA, MD, ME, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, RI, SC, SD, TX, UT, VA, VT, WI, WV)

 

Multi-State Replacement Form (PDF)
(AK, AL, AR, AZ, CO, CT, HI, IA, KY, LA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, NM, OH, OR, RI, SC, SD, TX, UT, VA, VT, WI, WV)

*Requires completion of all the forms listed for the state.

 

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